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Background reading, with the sources attached.

Prepare background reading and summaries with sources your team can check, and a plain list of what it could not find.

Custom-built for your team. Built to order for your team: we scope the job with you, then build and hand over.

Scope this role Ask Sage on WhatsApp
The Lotus as the Researcher.
Prepares briefs and summaries with checkable sources.

Why the briefing never happens

  • The meeting you go into cold.

    Two hours of preparation would have made it a different conversation. There were not two hours.

  • The summary you cannot check.

    A neat page of findings with nothing behind them. Repeating any of it to a client is a risk nobody wants to take.

  • Everybody researches separately.

    The same company looked up three times by three people, and none of it written down anywhere the fourth person will find.

Reads, cites, and admits the gaps.

A research assistant is only useful if you can trust a line without re-doing the work. That is a design requirement, not a hope.

  • Prepares the brief before the meeting.

    Who they are, what they do, what changed recently, and the questions worth asking. In the format your team reads.

  • Every claim carries its source.

    A summary you cannot check is a rumour with better typography. Each line links back to where it came from.

  • Says what it could not find.

    The gaps are as useful as the findings. A system that quietly hides them is worse than no system at all.

  • Reads your own material too.

    Past proposals, notes, contracts, whatever is on file. That half is usually the more valuable one.

What is included, and what is not.

In scope

  • Pre-meeting and pre-pitch briefs
  • Market and competitor notes
  • Summaries of documents you provide
  • A source link on every claim
  • One agreed format, used consistently

Stays human

  • What the findings mean
  • Anything you will repeat to a client as fact
  • Every decision that follows
  • Confidential material we have not agreed to handle

Tell us the job, not the tool.

Ask what people ask about the Researcher, or describe what needs doing and who does it now. A person replies within one working day, and we will say if this is the wrong role for you.

Brand Wisdom A person reads every enquiry and replies within one working day.

Tell us what’s going on and we’ll help you work out the next step. A person reads every one of these, and you’ll hear back within one working day.

What should we work on?

Or ask first

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